When I print reports, such as a proforma invoice or change order or subcontract, I would like these printed reports to automatically be Filed as an attachment to the form so that I can then use DocuSign on the file. Is this possible?
Best answer by joelhoffman
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+2
Hi
If you question is about the workflow and number of clicks, there is an Idea in Community to streamline the process, we would like your feedback included.
+11
Yes, this would be possible with a customization.
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